Sales Coordinator

4 hours ago


San Antonio, Texas, United States SWBC Full time

SWBC is seeking a skilled Sales Coordinator to develop, coordinate, and process key sales documents for the Financial Institution division. This role involves utilizing approved templates to construct and distribute sales documents, such as proposals and contracts. The ideal candidate will possess strong analytical and organizational skills, with the ability to work effectively in a team environment. Additional responsibilities include processing sales documents, documenting key data in the Customer Relationship Management system, and monitoring the Sales Administration email inbox. A minimum of one year of administrative support experience in a sales or marketing environment is required, preferably in the financial services or insurance industry. Experience with Salesforce, Upland Qvidian, or other related sales tools is preferred. The successful candidate will be proficient in Microsoft Office, with excellent verbal and written communication skills. They will also possess solid business acumen and problem-solving skills, with the ability to develop strong relationships with senior level executives. SWBC offers a competitive overall compensation package, work/life balance, and opportunities for career growth and development. The company is a Substance-Free Workplace and requires pre-employment drug testing. Please note that SWBC does not hire tobacco users as allowed by law. If interested, please click the appropriate apply button to learn more about SWBC and submit your application.


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